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Maintenance and further development of asset allocation workflow

Brief description

Support and gradual development of a BPM application. The application is a stand-alone web application created by the PTA and hosted on a SharePoint 2010 installation.

Supplement

Activities include customization/extension of application pages, Nintex workflows, configuration of SharePoint SiteCollections, and deployment of SharePoint features to the test environment.

Subject description

In the funds segment, processes are carried out for restructuring on the basis of asset classes and for selecting funds within asset classes. Two of the main processes, asset allocation and fund swap are supported by a workflow-based application based on SharePoint. The aim of the application is to document the information from the processes with all relevant information for traceability of decisions, control in terms of operational risk and coordination of the groups and persons involved.

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Joachim Schütter

Key Account Manager

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